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Blog
Financial Resolutions 2.0: A Fresh Approach for Ambitious Parents in 2025
As the new year unfolds, it's time for ambitious parents to reassess their financial goals and take actionable steps to ensure a secure and prosperous future.
The Grandparent’s Guide to Gifting: UTMA, 529 Plans, and More
With several options available, it can be challenging to decide the best way to give financial gifts to your grandchildren.
Top 5 Year-End Charitable Giving Tips: Support the Causes You Care About and Maximize Tax Benefits
For many people, charitable giving is a meaningful way to support the causes they care about while also potentially gaining tax advantages.
Financial Planning Lessons from the Golf Course: Strategy, Patience, and Adaptability
Golf and financial planning rely on patience, strategy, and adaptability to succeed.
Navigating Financial Challenges for the Sandwich Generation: Top 5 Things to Consider
Balancing these responsibilities can feel overwhelming, especially when considering the costs of healthcare for aging parents, education for children, and personal financial needs, such as saving for retirement.
Buying vs. Leasing a Vehicle: A Guide for Ambitious Parents
Let’s dive into the pros and cons of each option, and how they might align with your goals as a driven parent.
The Mega Backdoor Roth: A Better Option Than a 529 to Pay for College?
Does your retirement plan give you the option to save large amounts of money in a Roth IRA? If so, you should take advantage of this unique opportunity.
Teaching Kids About Money: A Guide to Financial Literacy for Children
Financial literacy is an essential life skill that is often overlooked in traditional education.
7 Steps to Prepare for Summer with Children
Financial literacy is an essential life skill that is often overlooked in traditional education.
Top 5 Things To Do With Your Tax Refund and Ways to Avoid a Tax Surprise
Receiving a tax refund presents an excellent opportunity to improve your financial situation and set yourself up for future success
Top 5 Tax Strategies for 2024 and Before April’s Tax Deadline
the top five tax strategies for the IRS April deadline and the year ahead
Six Strategies for Guilt-Free Spending
In this month’s blog we will explore Six Ways to Enjoy Guilt-Free Spending for Ambitious Parents
Pay Yourself First: A Financial Blueprint for Ambitious Parents
We have all heard the term “Pay yourself first”. This framework has worked for many people in an effort to fund their financial goals.
Financial Resolutions for Ambitious Parents in the New Year
It's the perfect time for ambitious parents to reflect on their financial goals and set resolutions that will pave the way for a secure and prosperous future
Year-End Tax Checklist for Ambitious Parents
By taking strategic steps before year-end, you can potentially reduce your current year’s tax liability, optimize your investments, and ensure a brighter financial future for your family.
What to Do with a Sudden Financial Windfall
In this blog post, we'll explore some practical steps to help you make the most of a sudden financial windfall.
Retirement Plan Strategies for Ambitious Parents: Maximizing the Benefits of Your 401(k) Plan
We have all heard the “oxygen mask” analogy when traveling by airplane. You have to help yourself before helping others.
What Has a Better Return on Investment (ROI)? Investing in Your Child's Athletic Career or a 529 Plan?
Invest in your children’s athletic career or start saving to pay for college? Which has a better return on investment? Here are some things to consider.
7 Financial Moves You Should Make When You Get a Big Raise
7 Financial Moves You Should Make When You Get a Big Raise. Make sure you consider these strategies first.
Insurance You Need Once You Have Children
Discover the crucial insurance policies every parent should consider to safeguard their family's future. Explore the essential coverage options to protect your children's well-being, financial stability, and peace of mind